SUMMARY:
Financial Planning Associate
POSITION INFO:
Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?
This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.
Responsibilities:
Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.
Qualifications and Experience:
A minimum of 5 years in a similar Para-planning role.
B.Com . Honours in Financial Planning or a Post Graduate Diploma in Financial Planning.
Certified Financial Planner® designation (CFP®) is an added advantage, or you should be actively working towards it.
Technical Proficiency: Advanced computer literacy , including Microsoft Office (Word, Excel, Outlook, MS Teams, PowerPoint).
Proficiency in Financial Needs Analysis tools and Investment Analysis tools.
Experience in the use of X-Plan as an FNA tool would be an advantage.
Core Attributes:
Excellent report writing skills.
Ability to perform under pressure.
A professional demeanour.
A collaborative team player mindset.
